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The fee has a $25,000 annual minimum.","source":"ISTHMUS PARTNERS APPENDIX 1 WRAP FEE BROCHURE, filed 23 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Isthmus Partners use?","answer":"Isthmus Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.31B, State Street (Madison, WI), with $24M, Bmo Harris (Madison, WI), with $17.3M and Godfrey & Kahn (Milwaukee, WI), with $11.7M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Isthmus Partners have?","answer":"Isthmus Partners has 7 investment adviser representatives registered with state securities authorities, out of 17 employees, and 8 perform investment advisory functions. 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